Wealth Advisory Manager Salaries in San Diego, CA

Certification: Certified Financial Planner designation required, with an additional area of specialty or advanced certification preferred.

$105,000 - $146,000 a year

Bachelor’s degree in Finance, Business, or a related field. This role sits at the intersection of Product, Wealth, Marketing, and Operations—owning execution,…

$70,000 - $80,000 a year

Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Cultivates relationships with referral sources and…

$189,290 - $331,200 a year

Bachelor's degree in business, operations, or a related field. Lead, schedule, and develop the case management team, planning capacity against the concurrent-…

$110,000 - $120,000 a year

4 days ago

Analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ability to develop trusted advisory relationships with the Senior…

$121,900 - $262,100 a year

8 days ago

Bachelor's degree in business, marketing, or a related field. CRM and process architecture, with the ability to design a workflow and drive team adoption.

$160,000 - $180,000 a year

3 days ago